GoDaddy (GDDY)
NYSE:GDDY
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.69Last Year’s EPS
1.41Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid top-line growth, meaningful margin expansion and strong free cash flow generation alongside clear early traction for AI-native products and operational AI efficiencies. Offsetting items include weaker bookings momentum versus revenue driven by mix and timing issues, some Core Platform softness and the early-stage nature of AI monetization which will require additional investment. Management reaffirmed full-year guidance and emphasized disciplined capital allocation while accelerating targeted marketing for AI products.Company Guidance
Revenue and ARR Growth
Total revenue grew 6% year-over-year to $1.3 billion in Q1 2026, and ARR increased 6% to $4.3 billion, with revenue growth reported on both a reported and constant currency basis.
Margin Expansion and Profitability
Normalized EBITDA rose 13% to $414 million with normalized EBITDA margin expanding by over 200 basis points to 33%, exceeding guide for the quarter.
Strong Free Cash Flow and Balance Sheet
Free cash flow increased 15% to $474 million (trailing 12-month FCF $1.68 billion), with FCF conversion greater than 1:1 to normalized EBITDA; exited the quarter with $1.3 billion cash, $2.3 billion total liquidity and net leverage of 1.4x.
A&C Segment Outperformance
High-margin A&C revenue grew 12% to $0.5 billion; A&C ARR rose 10%; segment now represents roughly 40% of the business and segment EBITDA margin improved 110 basis points to 45%.
Airo AI Builder Early Traction
Airo AI Builder reached more than $10 million annualized bookings run rate within weeks of beta launch; monetization already scaling via subscriptions and credits and being sold through Care and godaddy.com distribution tests.
AI-Driven Efficiency and Care Improvements
AI deployments drove operational benefits: Airo Care tests improved support resolution rates roughly 50% in initial test and improved non-English market resolution by over 150%; Airo Care rolled out to more than 50 markets and 20 languages.
ARPU and Customer Quality Improvements
ARPU grew 9% to $246, retention remained above 85%, and cohorts using Airo show second-product attach accelerating ~30% faster versus non-Airo cohorts; customers spending >$500 annually represent ~10% of the base.
Capital Returns and Share Count Reduction
Repurchased 3 million shares for $280 million in the quarter, reducing fully diluted shares outstanding to 133 million and continuing a multi-year repurchase program that has reduced share count over 31% since 2022.
GDDY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GDDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $86.79 | $86.76 | -0.03% |
Feb 24, 2026 | $92.30 | $79.12 | -14.28% |
Oct 30, 2025 | $126.74 | $133.13 | +5.04% |
Aug 07, 2025 | $150.25 | $133.35 | -11.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GoDaddy (GDDY) report earnings?
GoDaddy (GDDY) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is GoDaddy (GDDY) earnings time?
GoDaddy (GDDY) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GDDY EPS forecast?
GDDY EPS forecast for the fiscal quarter 2026 (Q2) is 1.69.